This is an interactive workshop covering many different topics important to those over age 50. Income is one of the biggest concerns of most Americans set to retire or already retired and is the focus of this workshop. In a classroom-style workshop, we will review in-depth how annuities work, how to determine if they are a good fit for you and how they can help supplement your retirement with stability and guaranteed income. The workshop combines two empowering elements:

• Live instruction from knowledgeable professionals, videos and a take-home workbook presented in an engaging, easy to understand format.
• An opportunity to receive a complimentary, customized retirement income review and plan that you can immediately put into action.

Join us for this special workshop and a complimentary lunch at The Waterfront Inn on Thursday, July 20, 2017!

"Maximizing Your Retirement Income"

Thursday, July 20, 2017 from 10:00 a.m. - 12:30 p.m.*

Location: The Waterfront Inn, 1105 Lake Shore Dr, The Villages, FL 32162

*A complimentary lunch will be served.

More than 80% of Americans are worried they won't have enough money for retirement* and over 78 million Baby Boomers are set to retire in the next decade. Most are woefully unprepared. Annuities offer some of the strongest income benefits available for a retiree or someone planning for retirement, but are the least understood products available to retirees today. Knowing how these products work is essential to developing a sound retirement income plan to provide stability and protection against market volatility in retirement.

Your Retirement Reality provides retirement information, planning and addresses the following issues and topics:

• Making the most of what you've made: how to navigate your retirement income and determine if you will be able to retire on schedule.
• The different types of annuities, how they work and how to determine if they are a good fit for you.
• Why annuities have a bad reputation and why they are often misrepresented, misunderstood and underutilized.
• Strategies to protect your savings in a down market and potentially grow your assets while avoiding market volatility.
• Longevity & inflation – how to avoid outliving your retirement savings dollars and create a retirement income stream that you cannot outlive.
• Strategies that can potentially boost your retirement income and reduce your taxes.
• Required Minimum Distributions (RMDs) from retirement plans.
• Retirement income planning in today's economy.
• Understanding potential risks in retirement.
• And More!

REGISTRATION CLOSES IN:

Elizabeth Cornell

CEO & Founder, TB Financial Group, Inc.

Being comfortable, informed, and confident in every decision made about your future retirement income is not just a privilege but your right, and at TB Financial Group we are dedicated to ensuring each and every one of our clients understands exactly what they are doing with their money. We believe the key to being “The Best” financial group is transparency and personalization, which is why we offer in-depth, interactive and comprehensive seminars in simple language, explaining our services, how our strategies are designed and even our very own pay structure. As well as complimentary consultations to discern your current strategies, we also perform reviews to assess how those strategies are aligned to meet your retirement income goals and how we can optimize them against market downturns and tax repercussions.

Elizabeth “Liz” began her career as an insurance agent in 2007 and has quickly become one of the most knowledgeable annuity and income strategists in the country. She holds the prestigious Certified Annuity Specialist® designation and is part of Ed Slott’s Master IRA Advisor Group. Liz spent a majority of her career working at one of the nation’s top retirement agencies where she played a key role in case design, implementation, product education, customer service, and administrative oversight. In the last 4 years alone, Elizabeth has designed and implemented over $200 million in income plans using only fixed and fixed index annuities. Her favorite time spent is with her four-year-old son, Payton. They enjoy going to the beach with their bullmastiff named Otis and watching Florida sunsets over Clermont’s lakes where they reside. 

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*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.